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Quotient Wealth Partners
Quotient Wealth Partners launched in 2023, founded by advisors who previously operated inside United Capital and Goldman Sachs. The firm is headquartered in...
Quotient Wealth Partners
Quotient Wealth Partners launched in 2023, founded by advisors who previously operated inside United Capital and Goldman Sachs. The firm is headquartered in Houston and maintains additional offices in Dallas, Denver, San Antonio, Morristown, and Walnut Creek. It serves roughly 2,000 client households, concentrated among corporate executives, entrepreneurs, and affluent families. The firm delivers an integrated wealth-management stack under its Wealth36Q° framework, covering financial planning, investment management, tax strategy and preparation, retirement planning, benefits and compensation analysis, healthcare and family support, insurance and risk management, and estate planning and wealth transfer. The model targets high-net-worth individuals, retirees, and emerging-wealth clients. Quotient operates as a registered investment advisor with a fiduciary obligation; its client agreements bundle multi-disciplinary services rather than charging à la carte. Quotient published a total AUM figure on its website as of March 31, 2026 but redacts the actual number on the public-facing page. The firm discloses no fund structures, alternative investments, or direct deal activity. Client-facing materials emphasize retention metrics and core advisory relationships rather than portfolio-construction details. In May 2026, the firm posted commentary on capital-gains planning and Shell Provident Fund decisions, reflecting a tax-aware, employer-benefits orientation. Quotient is structurally a multi-family-office-style RIA built on the roll-up of individual advisor books, not a single-family balance sheet or a GP-led asset gatherer. Its key differentiator is the embedded tax-preparation capability — most RIAs stop at planning; Quotient prepares returns in-house, which lets advisors model tax consequences in real time during portfolio and retirement decisions.
General information
Firm type
Multi Family Office
Year founded
2023
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Dallas
Corporate office
1980 Post Oak Blvd, Suite 1500, Houston, TX 77056, United States
Additional offices
Dallas, TX, United States · Denver, CO, United States · San Antonio, TX, United States · Morristown, NJ, United States · Walnut Creek, CA, United States
Principals
Suji Adams
Financial Advisor
Sector focus
Frequently asked questions
Is Quotient Wealth Partners a single-family office or a multi-family office?
Quotient operates as a multi-family-office-style registered investment advisor serving roughly 2,000 households, not a single-family balance-sheet vehicle. Its client base includes corporate executives, entrepreneurs, and affluent families. The firm characterizes its service model as a 'family office approach' that bundles investment management with tax preparation and financial planning.
What makes Quotient's service model different from a typical RIA?
Most RIAs outsource tax preparation or refer it to a third party; Quotient integrates tax preparation directly into its Wealth36Q° client engagement. The firm also packages benefits and compensation analysis alongside estate and retirement planning, which creates a single point of accountability for clients with employer-stock, deferred-comp, or executive-benefit complexity.
Does Quotient Wealth Partners disclose its assets under management?
Quotient references a total AUM figure as of March 31, 2026 on its website but redacts the actual number from the public-facing page. No AUM number is available from regulatory filings or external reporting. The firm has not published a dollar amount since its 2023 founding.
Does Quotient invest in private equity, venture capital, or hedge funds?
Quotient's public materials describe financial planning, investment management, tax strategy, retirement planning, and adjacent services but do not reference any private-market fund commitments, direct investments, or alternative vehicles. No private-equity or venture-backed deal activity has been reported.
Who are the key advisors behind Quotient Wealth Partners?
Client testimonials on the firm's website reference Matt Bennett, a CFP, and Jon Goldstein as the primary relationship leads, each with more than a decade of prior experience at United Capital and Goldman Sachs. Suji Adams is listed on the team page as a financial advisor. The firm has not published a full leadership roster or organizational chart.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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